See what your fund actually adds
Victory Target Retirement 2040 Fund URFRX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | URFRX | Replication |
|---|---|---|
| Annualized growth | -12.9% | -17.4% |
| Annualized volatility | 4.3% | 3.3% |
| Sharpe ratio | -3.20 | -5.82 |
| Maximum drawdown | 2.5% | 2.7% |
| Replication fit (R²) | 0.71 · Tracking error 2.3% | |
Replication portfolio
The published portfolio below is the investable basket used to model URFRX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| SCHP | FI · TIPS | 100.0% |